Sage View Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History

Sage View Advisory Group, LLC

$2.32 Trillion
Q4 2024

A detailed history of Sage View Advisory Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 16,876 shares of SCHV stock, worth $465,777. This represents 0.02% of its overall portfolio holdings.

Number of Shares

16,876

Previous 4,488 276.02%

Holding current value

$465,777

Previous $361 Million 21.98%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$25.79 - $80.4 $319,486 - $995,995	12,388 Added 276.02%	16,876 $440 Million
Q3 2024 Nov 14, 2024	SELL	$73.43 - $80.37 $100,525 - $110,026	-1,369 Reduced 23.37%	4,488 $361 Million
Q2 2024 Aug 14, 2024	BUY	$71.74 - $75.86 $420,181 - $444,312	5,857 New	5,857 $434 Million
Q4 2023 Feb 09, 2024	SELL	$61.16 - $70.24 $829,207 - $952,313	-13,558 Reduced 64.66%	7,409 $526 Million
Q3 2023 Nov 02, 2023	SELL	$64.45 - $69.39 $7,025 - $7,563	-109 Reduced 0.52%	20,967 $1.35 Billion
Q2 2023 Aug 11, 2023	BUY	$63.33 - $67.21 $1.08 Million - $1.15 Million	17,064 Added 425.32%	21,076 $1.41 Billion
Q1 2023 May 01, 2023	BUY	$62.59 - $69.3 $4,756 - $5,266	76 Added 1.93%	4,012 $263 Million
Q4 2022 Feb 14, 2023	BUY	$59.13 - $69.24 $232,735 - $272,528	3,936 New	3,936 $260 Million

Others Institutions Holding SCHV

# of Institutions

882

Shares Held

321M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Sage View Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History